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CFP Exam Review Series (CFP Exam Mar 2018)
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2/20/2018
When: Tuesday, February 20, 2018
6:00 - 8:00 PM
Where: Berkeley College
3 E. 43rd Street
7th Floor Conference Room
New York, New York  10017
United States


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CFP Exam Review Series

January 30 – March 6, 2018
Five classes over five weeks
6:00 – 8:00 PM
Come to class and pass the exam!

 

 

SCHEDULE:

 

Schedule to prepare for the March 20-27, 2018, CFP® Certification Examination:

Tuesday, January 30 – Introductions / Fundamentals 
Tuesday, February 6 – Investments 
Tuesday, February 20 – Insurance 
Tuesday, February 27 – Retirement
Tuesday, March 6 – Estate Planning

Every week a specialist in one of the CFP topics will join us.

 

 

LOCATION:

 

Location for the January 30, 2018 session:

Fortis Lux Financial 
277 Park Avenue, 44th Floor Conference Room
(between 47th & 48th streets)
New York, NY 10017

 

Location for the ensuing sessions:

Berkeley College
3 E. 43rd Street
7th Floor Conference Room
New York, NY 10017

 


REGISTRATION:
Registration is required.

Registration Fees:
FPANY Member: Free

This course is free to FPANY members. We advise non-FPA members who would like to take part in the course to become members.  You can join the Financial Planning Association by visiting their website at www.OneFPA.org.

 

 

Questions?

Please contact Douglas Boneparth, NexGen Director, at nexgen@fpany.org and join us over on the FPANY NexGen Facebook group!

CONTACT FPANY

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Financial Planning Association of New York

535 Fifth Avenue, 4th Floor
New York, NY  10017
Email: info@fpany.org

Phone: 646-503-4951

Consumers

 

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